For the last 10 years someone has always been saying something about how this or that will open Tesla up to competitors.
One, that's always been a goal of Elon's, and 2, competition is good. Shakes out the loose clutter.
3, so far, not really happening, at least in battery tech. I just got back from reading some papers on supposedly competitive thermal management strategies. One just a couple years old was touting the cooling system that's failing in the Mach-E presently.
The problem is, people in management have no idea how anything works, and take crap like that at face value. For all his flaws, Elon at least understands enough about hardware to get the right people doing the right things with it.
I don't see another CTO or CEO type anywhere that really has his ability to suss out the right path. In the mean time, they'd do better to just copy Tesla straight up.
I dug into how Rivian is cooling their batteries, and I'm not holding my breath. I thought they were doing it right, but now I'm not so sure. I hope they're doing something magic that I can't see from the overall battery architecture.
You don’t aim to create weaknesses in your products so someone else can exploit them, only to claim ‘competition is good anyway’.
That’s just nonsense. Also, Elon is very competitive, but he has his head in many different places right now to address the weaknesses in his current products.
”So far not really happening” is the clarion call of the complacent. Seeds of a company’s failure are sown when they are doing well. That’s a famous saying you should look up sometime.
These are things Tesla doesn’t, and for the most part, has never done well:
Interior quality
NVH control
Exterior quality
Service (this one though was excellent till 2017)
Ride and handling compromise (last good one was the coil over spring suspension Model S, a very rare bird indeed)
Ergonomics of the UI (better on the S, terrible on the 3)
These are things Tesla has always done well:
Superchargers (work reliably, widespread, and very user friendly)
Battery and power train (less than 4% degradation on my 2013 S60, though I’ve had 2 DUs replaced because of mechanical issues with the bearings)
Beautiful design (like both the S and the 3, mostly)
Straight line performance
None of the strengths are insurmountable for others. The weaknesses have already been addressed by some of the up and coming EVs.